Potomac’s Model Strategies Join Altruist Model Marketplace
MIAMI–(BUSINESS WIRE)–Potomac Fund Management, Inc. (“Potomac”), an investment strategist, is pleased to announce that its model strategies are now available at Altruist, an all-in-one custodial solution and software built for modern advisors and their clients.
Potomac increased its reach this summer by adding its strategies to four additional platforms within three months. This news of Altruist comes on the heels of the recently added platforms of Orion Portfolio Solutions, Fidelity’s FMAX, and Amplify.
While Potomac usually lands itself on platforms with a minimum AUM buy-in, Altruist has pushed back on the idea with no minimum AUM and access to commission-free fractional shares.
“Our industry spends too much time bickering about investment styles and takes a very dogmatic approach. Passive, active, and tactical can all eat at the same dinner table and this partnership further cements that belief,” said Manish Khatta, Chief Executive Officer of Potomac.
“We’re excited to add Potomac to our curated set of investment manager partners,” said Adam Grealish, Head of Investments at Altruist. “We are singularly focused on financial advisors at Altruist, and there’s a lot of advisors focus on risk-managed strategies like Potomac’s, especially in today’s market.”
Potomac’s suite of offerings, including OCIO services, allows advisors to match the right strategy or combination of strategies for each investor’s needs.
To learn more about Potomac Fund Management or to sign up for their market research, click here.
About Potomac Fund Management
Headquartered in Miami, Florida, Potomac Fund Management (“Potomac”) is an investment strategist firm for financial advisors.
With strategies available on numerous platforms, including Envestnet , Orion Portfolio Solutions, and the Union UMA platform, Potomac supports advisors with the resources best suited for their individual businesses. Known for its technical analysis investment research, Potomac’s research team provides free daily reports and the Financial Advisor toolkit subscription, “Research by Potomac.” As a firm that leads with transparency and content, Potomac boasts several regular video series, including Industry Gossip, Who Charted, and many more.
About Altruist
Altruist is a Los Angeles–based fintech company that makes independent financial advice better, more affordable, and more accessible. The company provides advisors with cutting-edge tools through a sophisticated platform that substantially lowers costs. As an entirely digital brokerage, Altruist helps advisors give their clients a better experience with money. Learn more at altruist.com, follow us on Twitter @altruist. Altruist Financial LLC, Member FINRA/SIPC.
Contacts
Tori Levy
[email protected]
847-769-8876
